Fortis Advisors’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $519K | Sell |
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|
2025
Q1 | $708K | Hold |
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|
2024
Q4 | $664K | Hold |
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|
2024
Q3 | $775K | Hold |
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|
2024
Q2 | $691K | Sell |
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|
2024
Q1 | $941K | Hold |
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|
2023
Q4 | $1.02M | Hold |
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|
2023
Q3 | $969K | Sell |
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|
2023
Q2 | $1.25M | Hold |
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|
2023
Q1 | $1.41M | Hold |
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|
2022
Q4 | $1.43M | Hold |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $2.17M | Buy |
|